DON:NYE-WisdomTree U.S. MidCap Dividend Fund (USD)

ETF | Mid-Cap Value |

Last Closing

USD 48.9

Change

-0.06 (-0.12)%

Market Cap

N/A

Volume

0.11M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-05 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Price(Change) Market Cap
VOE Vanguard Mid-Cap Value Index F..

-0.34 (-0.21%)

USD 17.96B
IWS iShares Russell Mid-Cap Value ..

-0.19 (-0.15%)

USD 12.48B
IJJ iShares S&P Mid-Cap 400 Value ..

-0.06 (-0.05%)

USD 7.75B
PVAL Putnam Focused Large Cap Value..

-0.08 (-0.21%)

USD 2.91B
KOMP SPDR Kensho New Economies Comp..

+0.05 (+0.10%)

USD 2.20B
IVOV Vanguard S&P Mid-Cap 400 Value..

-0.20 (-0.22%)

USD 0.89B
XMLV Invesco S&P MidCap Low Volatil..

-0.11 (-0.17%)

USD 0.81B
DIV Global X SuperDividend U.S. ET..

-0.02 (-0.11%)

USD 0.63B
VUSE Vident Core U.S. Equity Fund

-0.08 (-0.13%)

USD 0.60B
XMVM Invesco S&P MidCap Value with ..

-0.36 (-0.66%)

USD 0.26B

ETFs Containing DON

WIZ 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.06% 13% F 33% F
Dividend Return 0.27% 50% F 8% B-
Total Return -3.79% 19% F 31% F
Trailing 12 Months  
Capital Gain 3.93% 36% F 58% F
Dividend Return 1.76% 71% C- 36% F
Total Return 5.69% 43% F 54% F
Trailing 5 Years  
Capital Gain 57.29% 50% F 68% D+
Dividend Return 15.89% 88% B+ 47% F
Total Return 73.17% 50% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.03% 31% F 67% D+
Dividend Return 10.26% 50% F 66% D+
Total Return 2.22% 94% A 51% F
Risk Return Profile  
Volatility (Standard Deviation) 20.24% 56% F 48% F
Risk Adjusted Return 50.68% 44% F 68% D+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.